Arete Associates
Plan context: Arete Associates 401K Profit Sharing Plan
EIN 95-2954108 • Northridge, CA • 145 filings • 29 plans
Current Snapshot
Latest Year
2024
2024 Participants
414
2024 Assets
$270,764,103
2024 Contributions
$11,771,738
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 414 | $270,764,103 | $11,771,738 | $28,434iApproximate average salary by contribution assumption: employee only about $710,854 at 4% or $473,902 at 6%; with 50% employer match about $473,902 at 4% or $315,935 at 6%; with 100% employer match about $355,427 at 4% or $236,951 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 413 | $193,656,782 | $9,228,395 | $22,345iApproximate average salary by contribution assumption: employee only about $558,620 at 4% or $372,413 at 6%; with 50% employer match about $372,413 at 4% or $248,275 at 6%; with 100% employer match about $279,310 at 4% or $186,207 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 414 | $77,107,321 | $2,543,343 | $6,143iApproximate average salary by contribution assumption: employee only about $153,584 at 4% or $102,389 at 6%; with 50% employer match about $102,389 at 4% or $68,259 at 6%; with 100% employer match about $76,792 at 4% or $51,195 at 6%. |
| Arete Associates Group Insurance Plan | - | 405 | - | - | - |
| 2023 | 3 | 387 | $240,139,905 | $11,664,356 | $30,140iApproximate average salary by contribution assumption: employee only about $753,511 at 4% or $502,341 at 6%; with 50% employer match about $502,341 at 4% or $334,894 at 6%; with 100% employer match about $376,756 at 4% or $251,170 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 384 | $170,798,729 | $10,008,207 | $26,063iApproximate average salary by contribution assumption: employee only about $651,576 at 4% or $434,384 at 6%; with 50% employer match about $434,384 at 4% or $289,589 at 6%; with 100% employer match about $325,788 at 4% or $217,192 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 387 | $69,341,176 | $1,656,149 | $4,279iApproximate average salary by contribution assumption: employee only about $106,986 at 4% or $71,324 at 6%; with 50% employer match about $71,324 at 4% or $47,549 at 6%; with 100% employer match about $53,493 at 4% or $35,662 at 6%. |
| Arete Associates Group Insurance Plan | - | 376 | - | - | - |
| 2022 | 3 | 397 | $206,700,744 | $9,275,402 | $23,364iApproximate average salary by contribution assumption: employee only about $584,093 at 4% or $389,396 at 6%; with 50% employer match about $389,396 at 4% or $259,597 at 6%; with 100% employer match about $292,047 at 4% or $194,698 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 387 | $144,186,924 | $7,376,905 | $19,062iApproximate average salary by contribution assumption: employee only about $476,544 at 4% or $317,696 at 6%; with 50% employer match about $317,696 at 4% or $211,797 at 6%; with 100% employer match about $238,272 at 4% or $158,848 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 397 | $62,513,820 | $1,898,497 | $4,782iApproximate average salary by contribution assumption: employee only about $119,553 at 4% or $79,702 at 6%; with 50% employer match about $79,702 at 4% or $53,135 at 6%; with 100% employer match about $59,776 at 4% or $39,851 at 6%. |
| Arete Associates Group Insurance Plan | - | 377 | - | - | - |
| 2021 | 3 | 367 | $233,470,521 | $8,969,007 | $24,439iApproximate average salary by contribution assumption: employee only about $610,968 at 4% or $407,312 at 6%; with 50% employer match about $407,312 at 4% or $271,541 at 6%; with 100% employer match about $305,484 at 4% or $203,656 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 362 | $177,708,848 | $7,490,888 | $20,693iApproximate average salary by contribution assumption: employee only about $517,327 at 4% or $344,884 at 6%; with 50% employer match about $344,884 at 4% or $229,923 at 6%; with 100% employer match about $258,663 at 4% or $172,442 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 367 | $55,761,673 | $1,478,119 | $4,028iApproximate average salary by contribution assumption: employee only about $100,689 at 4% or $67,126 at 6%; with 50% employer match about $67,126 at 4% or $44,751 at 6%; with 100% employer match about $50,345 at 4% or $33,563 at 6%. |
| Arete Associates Group Insurance Plan | - | 351 | - | - | - |
| 2020 | 3 | 349 | $205,613,348 | $7,940,839 | $22,753iApproximate average salary by contribution assumption: employee only about $568,828 at 4% or $379,219 at 6%; with 50% employer match about $379,219 at 4% or $252,812 at 6%; with 100% employer match about $284,414 at 4% or $189,609 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 349 | $158,707,722 | $6,485,938 | $18,584iApproximate average salary by contribution assumption: employee only about $464,609 at 4% or $309,739 at 6%; with 50% employer match about $309,739 at 4% or $206,493 at 6%; with 100% employer match about $232,304 at 4% or $154,870 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 343 | $46,905,626 | $1,454,901 | $4,242iApproximate average salary by contribution assumption: employee only about $106,042 at 4% or $70,695 at 6%; with 50% employer match about $70,695 at 4% or $47,130 at 6%; with 100% employer match about $53,021 at 4% or $35,347 at 6%. |
| Arete Associates Group Insurance Plan | - | 328 | - | - | - |
| 2019 | 3 | 295 | $172,155,111 | $6,800,478 | $23,052iApproximate average salary by contribution assumption: employee only about $576,312 at 4% or $384,208 at 6%; with 50% employer match about $384,208 at 4% or $256,139 at 6%; with 100% employer match about $288,156 at 4% or $192,104 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 294 | $128,440,965 | $5,295,361 | $18,011iApproximate average salary by contribution assumption: employee only about $450,286 at 4% or $300,191 at 6%; with 50% employer match about $300,191 at 4% or $200,127 at 6%; with 100% employer match about $225,143 at 4% or $150,095 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 295 | $43,714,146 | $1,505,117 | $5,102iApproximate average salary by contribution assumption: employee only about $127,552 at 4% or $85,035 at 6%; with 50% employer match about $85,035 at 4% or $56,690 at 6%; with 100% employer match about $63,776 at 4% or $42,517 at 6%. |
| Arete Associates Group Insurance Plan | - | 271 | - | - | - |
| 2018 | 3 | 248 | $142,793,203 | $6,559,619 | $26,450iApproximate average salary by contribution assumption: employee only about $661,252 at 4% or $440,835 at 6%; with 50% employer match about $440,835 at 4% or $293,890 at 6%; with 100% employer match about $330,626 at 4% or $220,417 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 247 | $103,697,689 | $5,000,507 | $20,245iApproximate average salary by contribution assumption: employee only about $506,124 at 4% or $337,416 at 6%; with 50% employer match about $337,416 at 4% or $224,944 at 6%; with 100% employer match about $253,062 at 4% or $168,708 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 248 | $39,095,514 | $1,559,112 | $6,287iApproximate average salary by contribution assumption: employee only about $157,169 at 4% or $104,779 at 6%; with 50% employer match about $104,779 at 4% or $69,853 at 6%; with 100% employer match about $78,584 at 4% or $52,390 at 6%. |
| Arete Associates Group Insurance Plan | - | 204 | - | - | - |
| 2017 | 3 | 246 | $149,092,353 | $6,832,861 | $27,776iApproximate average salary by contribution assumption: employee only about $694,396 at 4% or $462,931 at 6%; with 50% employer match about $462,931 at 4% or $308,621 at 6%; with 100% employer match about $347,198 at 4% or $231,465 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 242 | $109,404,673 | $4,962,073 | $20,504iApproximate average salary by contribution assumption: employee only about $512,611 at 4% or $341,741 at 6%; with 50% employer match about $341,741 at 4% or $227,827 at 6%; with 100% employer match about $256,305 at 4% or $170,870 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 246 | $39,687,680 | $1,870,788 | $7,605iApproximate average salary by contribution assumption: employee only about $190,121 at 4% or $126,747 at 6%; with 50% employer match about $126,747 at 4% or $84,498 at 6%; with 100% employer match about $95,060 at 4% or $63,374 at 6%. |
| Arete Associates Group Insurance Plan | - | 204 | - | - | - |
| 2016 | 3 | 260 | $126,491,200 | $5,603,550 | $21,552iApproximate average salary by contribution assumption: employee only about $538,803 at 4% or $359,202 at 6%; with 50% employer match about $359,202 at 4% or $239,468 at 6%; with 100% employer match about $269,401 at 4% or $179,601 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 260 | $89,658,617 | $4,103,446 | $15,782iApproximate average salary by contribution assumption: employee only about $394,562 at 4% or $263,041 at 6%; with 50% employer match about $263,041 at 4% or $175,361 at 6%; with 100% employer match about $197,281 at 4% or $131,521 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 260 | $36,832,583 | $1,500,104 | $5,770iApproximate average salary by contribution assumption: employee only about $144,241 at 4% or $96,161 at 6%; with 50% employer match about $96,161 at 4% or $64,107 at 6%; with 100% employer match about $72,120 at 4% or $48,080 at 6%. |
| Arete Associates Group Insurance Plan | - | 210 | - | - | - |
| 2015 | 3 | 267 | $123,026,868 | $5,936,183 | $22,233iApproximate average salary by contribution assumption: employee only about $555,822 at 4% or $370,548 at 6%; with 50% employer match about $370,548 at 4% or $247,032 at 6%; with 100% employer match about $277,911 at 4% or $185,274 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 259 | $84,396,036 | $4,449,904 | $17,181iApproximate average salary by contribution assumption: employee only about $429,527 at 4% or $286,352 at 6%; with 50% employer match about $286,352 at 4% or $190,901 at 6%; with 100% employer match about $214,764 at 4% or $143,176 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 261 | $38,630,832 | $1,486,279 | $5,695iApproximate average salary by contribution assumption: employee only about $142,364 at 4% or $94,909 at 6%; with 50% employer match about $94,909 at 4% or $63,273 at 6%; with 100% employer match about $71,182 at 4% or $47,455 at 6%. |
| Arete Associates Group Insurance Plan | - | 267 | - | - | - |
| 2014 | 3 | 267 | $124,452,227 | $6,202,757 | $23,231iApproximate average salary by contribution assumption: employee only about $580,782 at 4% or $387,188 at 6%; with 50% employer match about $387,188 at 4% or $258,126 at 6%; with 100% employer match about $290,391 at 4% or $193,594 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 254 | $91,020,311 | $4,824,061 | $18,992iApproximate average salary by contribution assumption: employee only about $474,809 at 4% or $316,539 at 6%; with 50% employer match about $316,539 at 4% or $211,026 at 6%; with 100% employer match about $237,405 at 4% or $158,270 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 257 | $33,431,916 | $1,378,696 | $5,365iApproximate average salary by contribution assumption: employee only about $134,114 at 4% or $89,410 at 6%; with 50% employer match about $89,410 at 4% or $59,606 at 6%; with 100% employer match about $67,057 at 4% or $44,705 at 6%. |
| Arete Associates Group Insurance Plan | - | 267 | - | - | - |
| 2013 | 3 | 429 | $115,721,550 | $6,011,799 | $14,014iApproximate average salary by contribution assumption: employee only about $350,338 at 4% or $233,559 at 6%; with 50% employer match about $233,559 at 4% or $155,706 at 6%; with 100% employer match about $175,169 at 4% or $116,779 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 257 | $84,889,092 | $5,044,666 | $19,629iApproximate average salary by contribution assumption: employee only about $490,726 at 4% or $327,151 at 6%; with 50% employer match about $327,151 at 4% or $218,101 at 6%; with 100% employer match about $245,363 at 4% or $163,575 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 266 | $30,832,458 | $967,133 | $3,636iApproximate average salary by contribution assumption: employee only about $90,896 at 4% or $60,597 at 6%; with 50% employer match about $60,597 at 4% or $40,398 at 6%; with 100% employer match about $45,448 at 4% or $30,299 at 6%. |
| Arete Associates Group Insurance Plan | - | 429 | - | - | - |
| 2012 | 3 | 323 | $100,019,189 | $6,619,661 | $20,494iApproximate average salary by contribution assumption: employee only about $512,358 at 4% or $341,572 at 6%; with 50% employer match about $341,572 at 4% or $227,715 at 6%; with 100% employer match about $256,179 at 4% or $170,786 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 316 | $68,464,659 | $5,390,420 | $17,058iApproximate average salary by contribution assumption: employee only about $426,457 at 4% or $284,305 at 6%; with 50% employer match about $284,305 at 4% or $189,537 at 6%; with 100% employer match about $213,229 at 4% or $142,152 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 323 | $31,554,530 | $1,229,241 | $3,806iApproximate average salary by contribution assumption: employee only about $95,142 at 4% or $63,428 at 6%; with 50% employer match about $63,428 at 4% or $42,286 at 6%; with 100% employer match about $47,571 at 4% or $31,714 at 6%. |
| Arete Associates Group Insurance Plan | - | 317 | - | - | - |
| 2011 | 3 | 345 | $90,507,219 | $6,507,187 | $18,861iApproximate average salary by contribution assumption: employee only about $471,535 at 4% or $314,357 at 6%; with 50% employer match about $314,357 at 4% or $209,571 at 6%; with 100% employer match about $235,768 at 4% or $157,178 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 345 | $63,357,326 | $4,953,484 | $14,358iApproximate average salary by contribution assumption: employee only about $358,948 at 4% or $239,299 at 6%; with 50% employer match about $239,299 at 4% or $159,532 at 6%; with 100% employer match about $179,474 at 4% or $119,649 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 339 | $27,149,893 | $1,553,703 | $4,583iApproximate average salary by contribution assumption: employee only about $114,580 at 4% or $76,387 at 6%; with 50% employer match about $76,387 at 4% or $50,924 at 6%; with 100% employer match about $57,290 at 4% or $38,193 at 6%. |
| Arete Associates Group Insurance Plan | - | 332 | - | - | - |
| 2010 | 6 | 336 | $84,586,803 | $7,441,695 | $22,148iApproximate average salary by contribution assumption: employee only about $553,698 at 4% or $369,132 at 6%; with 50% employer match about $369,132 at 4% or $246,088 at 6%; with 100% employer match about $276,849 at 4% or $184,566 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 332 | $59,675,332 | $6,289,678 | $18,945iApproximate average salary by contribution assumption: employee only about $473,620 at 4% or $315,747 at 6%; with 50% employer match about $315,747 at 4% or $210,498 at 6%; with 100% employer match about $236,810 at 4% or $157,873 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 329 | $24,911,471 | $1,152,017 | $3,502iApproximate average salary by contribution assumption: employee only about $87,539 at 4% or $58,360 at 6%; with 50% employer match about $58,360 at 4% or $38,906 at 6%; with 100% employer match about $43,770 at 4% or $29,180 at 6%. |
| Arete Associates Group Insurance Plan | - | 325 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 142 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 114 | - | - | - |
| Arete Associates Group Travel Accident Plan | - | 336 | - | - | - |
| 2009 | 9 | 391 | $68,252,185 | $6,283,431 | $16,070iApproximate average salary by contribution assumption: employee only about $401,754 at 4% or $267,836 at 6%; with 50% employer match about $267,836 at 4% or $178,557 at 6%; with 100% employer match about $200,877 at 4% or $133,918 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 391 | $48,989,859 | $5,101,200 | $13,047iApproximate average salary by contribution assumption: employee only about $326,164 at 4% or $217,442 at 6%; with 50% employer match about $217,442 at 4% or $144,962 at 6%; with 100% employer match about $163,082 at 4% or $108,721 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 350 | $19,262,326 | $1,182,231 | $3,378iApproximate average salary by contribution assumption: employee only about $84,445 at 4% or $56,297 at 6%; with 50% employer match about $56,297 at 4% or $37,531 at 6%; with 100% employer match about $42,223 at 4% or $28,148 at 6%. |
| Arete Associates Group Insurance Plan | - | 325 | - | - | - |
| Arete Associates Group Travel Accident Plan | - | 340 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 107 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 45 | - | - | - |
| Arete Associates Group Ins. Plan Long Term Disability | - | 295 | - | - | - |
| Arete Assoc Group Insurance Planlife Insurance | - | 329 | - | - | - |
| Arete Assoc Insurance Plan Temporary Disability | - | 293 | - | - | - |
| 2008 | 6 | 372 | $53,375,467 | $6,669,153 | $17,928iApproximate average salary by contribution assumption: employee only about $448,196 at 4% or $298,797 at 6%; with 50% employer match about $298,797 at 4% or $199,198 at 6%; with 100% employer match about $224,098 at 4% or $149,399 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 372 | $34,399,569 | $5,209,894 | $14,005iApproximate average salary by contribution assumption: employee only about $350,127 at 4% or $233,418 at 6%; with 50% employer match about $233,418 at 4% or $155,612 at 6%; with 100% employer match about $175,064 at 4% or $116,709 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 338 | $18,975,898 | $1,459,259 | $4,317iApproximate average salary by contribution assumption: employee only about $107,933 at 4% or $71,956 at 6%; with 50% employer match about $71,956 at 4% or $47,970 at 6%; with 100% employer match about $53,967 at 4% or $35,978 at 6%. |
| Arete Associates Group Travel Accident Plan | - | 325 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 96 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 50 | - | - | - |
| Arete Associates Group Insurance Plan | - | 314 | - | - | - |
| 2007 | 10 | 334 | $61,525,118 | $4,952,981 | $14,829iApproximate average salary by contribution assumption: employee only about $370,732 at 4% or $247,155 at 6%; with 50% employer match about $247,155 at 4% or $164,770 at 6%; with 100% employer match about $185,366 at 4% or $123,577 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 334 | $43,694,935 | $3,910,070 | $11,707iApproximate average salary by contribution assumption: employee only about $292,670 at 4% or $195,113 at 6%; with 50% employer match about $195,113 at 4% or $130,076 at 6%; with 100% employer match about $146,335 at 4% or $97,557 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 308 | $17,830,183 | $1,042,911 | $3,386iApproximate average salary by contribution assumption: employee only about $84,652 at 4% or $56,435 at 6%; with 50% employer match about $56,435 at 4% or $37,623 at 6%; with 100% employer match about $42,326 at 4% or $28,217 at 6%. |
| Arete Assoc Insurance Plan Temporary Disability | - | 288 | - | - | - |
| Arete Assoc Group Insurance Planlife Insurance | - | 315 | - | - | - |
| Arete Associates Group Ins. Plan Long Term Disability | - | 288 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 42 | - | - | - |
| Arete Associates Group Travel Accident Plan | - | 277 | - | - | - |
| Arete Associates Group Insurance Plan | - | 299 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 91 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 91 | - | - | - |
| 2006 | 10 | 272 | $52,153,290 | $18,467,078 | $67,894iApproximate average salary by contribution assumption: employee only about $1,697,342 at 4% or $1,131,561 at 6%; with 50% employer match about $1,131,561 at 4% or $754,374 at 6%; with 100% employer match about $848,671 at 4% or $565,781 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 269 | $37,863,570 | $17,257,713 | $64,155iApproximate average salary by contribution assumption: employee only about $1,603,877 at 4% or $1,069,251 at 6%; with 50% employer match about $1,069,251 at 4% or $712,834 at 6%; with 100% employer match about $801,938 at 4% or $534,626 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 253 | $14,289,720 | $1,209,365 | $4,780iApproximate average salary by contribution assumption: employee only about $119,502 at 4% or $79,668 at 6%; with 50% employer match about $79,668 at 4% or $53,112 at 6%; with 100% employer match about $59,751 at 4% or $39,834 at 6%. |
| Arete Associates Group Ins. Plan Long Term Disability | - | 236 | - | - | - |
| Arete Assoc Group Insurance Planlife Insurance | - | 272 | - | - | - |
| Arete Assoc Insurance Plan Temporary Disability | - | 236 | - | - | - |
| Arete Associates Group Insurance Plan | - | 239 | - | - | - |
| Arete Associates Group Travel Accident Plan | - | 249 | - | - | - |
| Arete Associates Money Purchase Pension Plan | - | 0 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 16 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 45 | - | - | - |
| 2005 | 9 | 238 | $52,790,746 | $4,122,208 | $17,320iApproximate average salary by contribution assumption: employee only about $433,005 at 4% or $288,670 at 6%; with 50% employer match about $288,670 at 4% or $192,447 at 6%; with 100% employer match about $216,503 at 4% or $144,335 at 6%. |
| Arete Associates Money Purchase Pension Plan | - | 199 | $23,118,353 | $75,885 | $381iApproximate average salary by contribution assumption: employee only about $9,533 at 4% or $6,356 at 6%; with 50% employer match about $6,356 at 4% or $4,237 at 6%; with 100% employer match about $4,767 at 4% or $3,178 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 221 | $18,548,706 | $2,770,346 | $12,536iApproximate average salary by contribution assumption: employee only about $313,388 at 4% or $208,925 at 6%; with 50% employer match about $208,925 at 4% or $139,283 at 6%; with 100% employer match about $156,694 at 4% or $104,463 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 211 | $11,123,687 | $1,275,977 | $6,047iApproximate average salary by contribution assumption: employee only about $151,182 at 4% or $100,788 at 6%; with 50% employer match about $100,788 at 4% or $67,192 at 6%; with 100% employer match about $75,591 at 4% or $50,394 at 6%. |
| Arete Assoc Group Insurance Plan | - | 104 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 95 | - | - | - |
| Arete Assoc Insurance Plan Temporary Disability | - | 238 | - | - | - |
| Arete Associates Group Ins. Plan Long Term Disability | - | 238 | - | - | - |
| Arete Associates Group Travel Accident Plan | - | 207 | - | - | - |
| Arete Assoc Group Insurance Planlife Insurance | - | 238 | - | - | - |
| 2004 | 9 | 211 | $47,788,851 | $3,384,876 | $16,042iApproximate average salary by contribution assumption: employee only about $401,052 at 4% or $267,368 at 6%; with 50% employer match about $267,368 at 4% or $178,245 at 6%; with 100% employer match about $200,526 at 4% or $133,684 at 6%. |
| Arete Associates Money Purchase Pension Plan | - | 211 | $22,962,012 | $926,184 | $4,389iApproximate average salary by contribution assumption: employee only about $109,737 at 4% or $73,158 at 6%; with 50% employer match about $73,158 at 4% or $48,772 at 6%; with 100% employer match about $54,869 at 4% or $36,579 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 209 | $15,392,697 | $1,399,270 | $6,695iApproximate average salary by contribution assumption: employee only about $167,377 at 4% or $111,585 at 6%; with 50% employer match about $111,585 at 4% or $74,390 at 6%; with 100% employer match about $83,688 at 4% or $55,792 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 202 | $9,434,142 | $1,059,422 | $5,245iApproximate average salary by contribution assumption: employee only about $131,117 at 4% or $87,411 at 6%; with 50% employer match about $87,411 at 4% or $58,274 at 6%; with 100% employer match about $65,558 at 4% or $43,706 at 6%. |
| Arete Assoc Group Insurance Planlife Insurance | - | 207 | - | - | - |
| Arete Associates Group Insurance Plan | - | 190 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 51 | - | - | - |
| Arete Associates Group Ins. Plan Long Term Disability | - | 207 | - | - | - |
| Arete Assoc Insurance Plan Temporary Disability | - | 207 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 37 | - | - | - |
| 2003 | 10 | 346 | $41,528,637 | $2,426,660 | $7,013iApproximate average salary by contribution assumption: employee only about $175,337 at 4% or $116,891 at 6%; with 50% employer match about $116,891 at 4% or $77,927 at 6%; with 100% employer match about $87,668 at 4% or $58,446 at 6%. |
| Arete Associates Money Purchase Pension Plan | - | 346 | $20,256,448 | $1,229,765 | $3,554iApproximate average salary by contribution assumption: employee only about $88,856 at 4% or $59,237 at 6%; with 50% employer match about $59,237 at 4% or $39,491 at 6%; with 100% employer match about $44,428 at 4% or $29,619 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 169 | $12,774,260 | $1,196,895 | $7,082iApproximate average salary by contribution assumption: employee only about $177,055 at 4% or $118,037 at 6%; with 50% employer match about $118,037 at 4% or $78,691 at 6%; with 100% employer match about $88,528 at 4% or $59,018 at 6%. |
| Arete Associates Employee Stock Ownership Plan | - | 171 | $8,497,929 | - | - |
| Arete Assoc Insurance Plan Temporary Disability | - | 185 | - | - | - |
| Arete Associates Group Ins. Plan Long Term Disability | - | 185 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 38 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 36 | - | - | - |
| Arete Associates Group Insurance Plan | - | 162 | - | - | - |
| Arete Assoc Group Insurance Planlife Insurance | - | 185 | - | - | - |
| Arete Asocciates Flexible Benefits Plan | - | 70 | - | - | - |
| 2002 | 9 | 195 | $9,321,813 | $1,232,208 | $6,319iApproximate average salary by contribution assumption: employee only about $157,975 at 4% or $105,317 at 6%; with 50% employer match about $105,317 at 4% or $70,211 at 6%; with 100% employer match about $78,988 at 4% or $52,658 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 195 | $9,321,813 | $1,232,208 | $6,319iApproximate average salary by contribution assumption: employee only about $157,975 at 4% or $105,317 at 6%; with 50% employer match about $105,317 at 4% or $70,211 at 6%; with 100% employer match about $78,988 at 4% or $52,658 at 6%. |
| Arete Associates Group Insurance Plan | - | 157 | - | - | - |
| Arete Associates Group Travel Accident Plan | - | 167 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 49 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 37 | - | - | - |
| Arete Asocciates Flexible Benefits Plan | - | 167 | - | - | - |
| Arete Associates Group Ins. Plan Long Term Disability | - | 166 | - | - | - |
| Arete Assoc Insurance Plan Temporary Disability | - | 166 | - | - | - |
| Arete Assoc Group Insurance Planlife Insurance | - | 170 | - | - | - |
| 2001 | 8 | 277 | $27,700,230 | $2,186,280 | $7,893iApproximate average salary by contribution assumption: employee only about $197,318 at 4% or $131,545 at 6%; with 50% employer match about $131,545 at 4% or $87,697 at 6%; with 100% employer match about $98,659 at 4% or $65,773 at 6%. |
| Arete Associates Money Purchase Pension Plan | - | 277 | $17,755,429 | $958,662 | $3,461iApproximate average salary by contribution assumption: employee only about $86,522 at 4% or $57,681 at 6%; with 50% employer match about $57,681 at 4% or $38,454 at 6%; with 100% employer match about $43,261 at 4% or $28,841 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 257 | $9,944,801 | $1,227,618 | $4,777iApproximate average salary by contribution assumption: employee only about $119,418 at 4% or $79,612 at 6%; with 50% employer match about $79,612 at 4% or $53,075 at 6%; with 100% employer match about $59,709 at 4% or $39,806 at 6%. |
| Arete Assoc Group Insurance Plan | - | 45 | - | - | - |
| Arete Associates Group Insurance Plan | - | 163 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 109 | - | - | - |
| Arete Associates Group Ins. Plan Long Term Disability | - | 171 | - | - | - |
| Arete Assoc Insurance Plan Temporary Disability | - | 0 | - | - | - |
| Arete Assoc Group Insurance Planlife Insurance | - | 166 | - | - | - |
| 2000 | 8 | 253 | $29,497,895 | $1,869,990 | $7,391iApproximate average salary by contribution assumption: employee only about $184,782 at 4% or $123,188 at 6%; with 50% employer match about $123,188 at 4% or $82,125 at 6%; with 100% employer match about $92,391 at 4% or $61,594 at 6%. |
| Arete Associates Money Purchase Pension Plan | - | 253 | $19,521,998 | $848,030 | $3,352iApproximate average salary by contribution assumption: employee only about $83,797 at 4% or $55,865 at 6%; with 50% employer match about $55,865 at 4% or $37,243 at 6%; with 100% employer match about $41,899 at 4% or $27,932 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 239 | $9,975,897 | $1,021,960 | $4,276iApproximate average salary by contribution assumption: employee only about $106,900 at 4% or $71,266 at 6%; with 50% employer match about $71,266 at 4% or $47,511 at 6%; with 100% employer match about $53,450 at 4% or $35,633 at 6%. |
| Arete Associates Group Insurance Plan | - | 163 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 36 | - | - | - |
| Arete Assoc Insurance Plan Temporary Disability | - | 167 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 41 | - | - | - |
| Arete Associates Group Ins. Plan Long Term Disability | - | 173 | - | - | - |
| Arete Assoc Group Insurance Planlife Insurance | - | 171 | - | - | - |
| 1999 | 9 | 155 | $28,498,243 | $1,450,781 | $9,360iApproximate average salary by contribution assumption: employee only about $233,997 at 4% or $155,998 at 6%; with 50% employer match about $155,998 at 4% or $103,999 at 6%; with 100% employer match about $116,998 at 4% or $77,999 at 6%. |
| Arete Associates Money Purchase Pension Plan | - | 154 | $19,087,131 | $635,288 | $4,125iApproximate average salary by contribution assumption: employee only about $103,131 at 4% or $68,754 at 6%; with 50% employer match about $68,754 at 4% or $45,836 at 6%; with 100% employer match about $51,566 at 4% or $34,377 at 6%. |
| Arete Associates 401K Profit Sharing Plan | - | 128 | $9,411,112 | $815,493 | $6,371iApproximate average salary by contribution assumption: employee only about $159,276 at 4% or $106,184 at 6%; with 50% employer match about $106,184 at 4% or $70,789 at 6%; with 100% employer match about $79,638 at 4% or $53,092 at 6%. |
| Arete Associates Group Insurance Plan | - | 144 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 46 | - | - | - |
| Arete Assoc Group Insurance Plan | - | 27 | - | - | - |
| Arete Asocciates Flexible Benefits Plan | - | 141 | - | - | - |
| Arete Assoc Insurance Plan Temporary Disability | - | 155 | - | - | - |
| Arete Assoc Group Insurance Planlife Insurance | - | 155 | - | - | - |
| Arete Associates Group Ins. Plan Long Term Disability | - | 155 | - | - | - |